Mortgage Document Management from Request to Close

Collect documents from borrowers, submit to lenders, and deliver to brokerages - all tracked, secure, and automated for Canadian mortgage professionals

See DocuQuire in Action

Watch how DocuQuire streamlines your mortgage document workflow

Complete Document Workflow

From request to lender submission to brokerage delivery - all automated, tracked, and secure

Automated Document Collection

Request documents from borrowers with one click. Automated email/SMS reminders until complete. Real-time progress tracking.

Lender Submission Packages

Generate professional PDF packages with all documents merged. Send to lenders with one click. Track lender responses.

Brokerage Submission

Complete submission packages with lender commitment. Organized, indexed PDFs ready for brokerage compliance and records.

Brokerage Team Management

Manage unlimited agents. Real-time team dashboards. Track all agent activity. Agent transfer between brokerages supported.

PIPEDA Compliant & Secure

Bank-level 256-bit encryption. Automatic document deletion after 90 days. Secure authentication and access controls. Complete audit trail.

Real-Time Dashboard

Live progress updates as documents are uploaded. Complete workflow visibility. Automated reminders. Never miss a deadline.

How It Works

Complete mortgage document workflow in five simple steps

1

Request Documents from Borrower

Select required documents from a comprehensive checklist. Send secure upload link via email and SMS. Borrower receives instant notification.

40+ document typesEmail + SMSCustom documents
2

Borrower Uploads Documents Securely

Borrower uploads documents via secure portal. Drag-and-drop interface. Mobile-friendly. Automated daily reminders until complete. Real-time progress tracking.

Drag & dropMobile friendlyAuto reminders
3

Review & Organize Documents

All documents appear in your dashboard. Real-time updates as each document is uploaded. Review completeness. Request additional documents if needed.

Real-time updatesProgress trackingRequest more
4

Send Professional Package to Lender

Generate complete PDF package with all documents merged. Send to lender via email with one click. Track lender responses. 30+ page professional packages.

PDF generationDocument mergingOne-click send
5

Submit Final Package to Brokerage

Complete submission package includes lender commitment, all documents, and compliance forms. Organized, indexed, and ready for brokerage records. PIPEDA compliant.

Complete packageIndexed PDFsPIPEDA compliant

Why DocuQuire?

Purpose-built for Canadian mortgage professionals

90%

Time saved on document collection

100%

PIPEDA compliant and secure

24/7

Automated reminders and tracking

Real-time

Dashboard updates and notifications

Built by Mortgage Professionals, for Mortgage Professionals

  • Understands Canadian mortgage industry workflows and requirements
  • Eliminates manual email chains and phone calls chasing documents
  • Professional PDF packages ready for lender and brokerage submission
  • Complete audit trail for compliance and PIPEDA requirements

Simple, Transparent Pricing

Choose the plan that fits your business needs

MonthlyAnnual

Save one month with annual billing

Basic

$15/month
14-day free trial
  • Up to 2 document requests/month*
  • PIPEDA compliant
  • Bank-level 256-bit encryption
  • Basic document validation
  • Email support
Start Your 14-Day Free Trial
High Volume

Pro

$385/month
14-day free trial

All Plus features, plus:

  • Unlimited document requests
  • Priority support
Start Your 14-Day Free Trial
Best for Teams

Enterprise

For brokerages managing multiple agents

$385/month
+ $35/month per agent
14-day free trial

All Pro features, plus:

  • Unlimited document requests
  • Brokerage dashboard
  • Agent management
  • Priority support
Start Your 14-Day Free Trial

* A document request is per client and is marked as complete after the broker has requested the documents from the borrower, forwarded them to both the lender and the brokerage, and all workflow steps have been recorded, including Request Sent and Abandoned